Purchases and Sales Made in Q4 2024 in Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE U.S. AGGREGA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
12.6KNew |
$586K - $614K
|
12.6K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
12.6KNew |
$584K - $613K
|
12.6K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
12.5KNew |
$579K - $608K
|
12.5K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 5.94% |
$528K - $554K
|
203K
$9.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$508K - $533K
|
11K
$518K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
10.5K+ 19.49% |
$485K - $509K
|
64.1K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
10.3K+ 91.01% |
$477K - $501K
|
21.6K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10K+ 16.1% |
$463K - $486K
|
72.1K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
9.75KNew |
$452K - $474K
|
9.75K
$460K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
9.17K+ 1.44% |
$425K - $446K
|
648K
$30.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
9.16K+ 3.4% |
$424K - $445K
|
278K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
9.11K+ 15.79% |
$422K - $443K
|
66.8K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.82K+ 12.69% |
$408K - $428K
|
78.3K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.71KNew |
$404K - $423K
|
8.71K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.62K+ 4.93% |
$399K - $419K
|
183K
$8.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
8.58KNew |
$397K - $417K
|
8.58K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.24K+ 108.36% |
$382K - $401K
|
15.8K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
8.04KNew |
$373K - $391K
|
8.04K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.82K+ 37.44% |
$362K - $380K
|
28.7K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.56K+ 94.98% |
$350K - $367K
|
15.5K
$732K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
7.45K+ 22.69% |
$345K - $362K
|
40.3K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.4KNew |
$343K - $360K
|
7.4K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.36KNew |
$341K - $358K
|
7.36K
$348K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.26KNew |
$336K - $353K
|
7.26K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
7.22K+ 3.86% |
$335K - $351K
|
194K
$9.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7.13K+ 3.43% |
$331K - $347K
|
215K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.87KNew |
$318K - $334K
|
6.87K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.74K+ 3.81% |
$312K - $327K
|
184K
$8.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.39K+ 17.46% |
$296K - $311K
|
43K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.3K+ 3.01% |
$292K - $306K
|
215K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.23K+ 39.67% |
$289K - $303K
|
21.9K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
6.2KNew |
$287K - $301K
|
6.2K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.13K+ 90.54% |
$284K - $298K
|
12.9K
$609K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.12KNew |
$283K - $297K
|
6.12K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 31.29% |
$279K - $293K
|
25.3K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.95K+ 13.26% |
$276K - $289K
|
50.8K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.84KNew |
$270K - $284K
|
5.84K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.77K+ 34.83% |
$267K - $280K
|
22.3K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.71K+ 30.15% |
$265K - $278K
|
24.6K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
5.27K+ 18.09% |
$244K - $256K
|
34.4K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
5.22KNew |
$242K - $254K
|
5.22K
$247K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.18KNew |
$240K - $252K
|
5.18K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
5.16K+ 16.56% |
$239K - $251K
|
36.3K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.15K+ 3.88% |
$239K - $250K
|
138K
$6.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$240K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.96KNew |
$230K - $241K
|
4.96K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.91KNew |
$228K - $239K
|
4.91K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.9K+ 62.84% |
$227K - $238K
|
12.7K
$599K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.85K+ 38.73% |
$225K - $236K
|
17.4K
$820K
|